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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-10
SC RA APPROVED 2026-03-10
VA RA APPROVED 2026-03-10
  • NC RA
    APPROVED
    Since 2026-03-10
  • SC RA
    APPROVED
    Since 2026-03-10
  • VA RA
    APPROVED
    Since 2026-03-10

Branch Locations

507 Shipyard Blvd., Wilmington, NC 28412 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jonathan Calhoun Insurance Agency Wilmington NC 11/2024 Present
State Farm Vp Management Corp Wilmington NC 11/2024 Present
First Citizens Bank Wilmington NC 06/2023 10/2024
Campbell University Lillington NC 08/2022 05/2023
Truist Atlanta GA 05/2022 08/2022
Truist Atlanta GA 06/2021 08/2021
Keith Hills Country Club Lillington NC 05/2020 05/2021
Campbell University Lillington NC 08/2018 05/2023
Scotland High School Laurinburg NC 08/2014 05/2018
Lowes Laurinburg NC 05/2019 08/2019
State Farm Investment Management Corp Wilmington NC 03/2026 Present
  • 11/2024 → Present
    Jonathan Calhoun Insurance Agency
    Wilmington, NC
  • 11/2024 → Present
    State Farm Vp Management Corp
    Wilmington, NC
  • 06/2023 → 10/2024
    First Citizens Bank
    Wilmington, NC
  • 08/2022 → 05/2023
    Campbell University
    Lillington, NC
  • 05/2022 → 08/2022
    Truist
    Atlanta, GA
  • 06/2021 → 08/2021
    Truist
    Atlanta, GA
  • 05/2020 → 05/2021
    Keith Hills Country Club
    Lillington, NC
  • 08/2018 → 05/2023
    Campbell University
    Lillington, NC
  • 08/2014 → 05/2018
    Scotland High School
    Laurinburg, NC
  • 05/2019 → 08/2019
    Lowes
    Laurinburg, NC
  • 03/2026 → Present
    Wilmington, NC
Other Businesses

1) Jonathan Calhoun's Insurance Agency; Investment-related; 507 Shipyard Blvd Wilmington, NC 28412; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 9/11/2024; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-06
S63 Uniform Securities Agent State Law Examination 2024-12-20
  • S65 Uniform Investment Adviser Law Examination
    2026-03-06
  • S63 Uniform Securities Agent State Law Examination
    2024-12-20
Other Names
  • Tripp Wells
  • William Pope Wells

View on SEC IAPD

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